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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2+ years Service code 99 200 N SEPULVEDA BLVD STE 1200 · EL SEGUNDO, CA 902455670 | Other Fees | $10,072 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $3,722 |
NFP RETIREMENT INC2+ years Filed as: NFP INSURANCE SERVICES INC. Service code 55 1250 CAPITAL OF TX HWY S · AUSTIN, TX 78746 | Other Commissions | $495 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $171 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $12 |
Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $4 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,051 | $38,969+7.9% | $109,313-61.5% | $55,167-23.8% |
| Participation rate | 45.3% | 58.2%-13.0pp | 71.3%-26.0pp | 69.0%-23.7pp |
| Annual return | 8.64% | 8.26%+0.4pp | 22.07%-13.4pp | 169.23%-160.6pp |
| Employer contribution / active EE | $475 | $1,227-61.3% | $3,892-87.8% | $1,963-75.8% |
| Participant deferral / active EE | $1,852 | $2,176-14.9% | $3,166-41.5% | $3,054-39.3% |
| Admin fee / account holder | $84 | $501-83.3% | $5,666-98.5% | $504-83.4% |